CRM Functionality

Collection of all PostTrack CRM modules with brief descriptions and links.

• Dashboard — KPI summary, charts, top campaigns and users, quick actions.
• Statistics — detailed traffic breakdowns, metrics, period comparisons.
• Expenses — project and source expense tracking, expense categories.
• Finance — balances, transactions, deposits/withdrawals, payment statuses.
• Creatives — material library, statuses, effects, tags.
• Post AI — AI hints for creatives and bundles.
• Activity Log — user action and system event audit.
• Agency — agency account and client management.
• Billing — limits, top-up accounts, billing flows.
• Settings — dictionaries, categories, default roles, global parameters.
• Tasks — project tasks, statuses, executors, priorities.
• Team — users, roles, access, invitations.
• Integrations — traffic source, CRM and tracker connections.
• Knowledge — knowledge base for bundles, geo and products.
• Benefits — how PostTrack helps teams and agencies.